Daniel H. Kozloff

Managing Director
PFM Financial Advisors LLC
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

kozloffd@pfm.com
215.557.1412 office

Specialties
Financial Advisory, Specialized Services

State & Local Governments, Higher Education

Education
B.A. in Political Science
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 1999

Started in the Field: 1999

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Dan is a managing director in PFM’s Philadelphia office and manager of the Quantitative Strategies Group, a dedicated group of professionals who provide primary technical, new product, transactional and modeling solutions for clients and develop proprietary analytical tools used throughout PFM’s various business practices. Dan also oversees PFM’s firm-wide training program, including comprehensive sessions for new hires, current employees, lateral hires, and clients. Dan manages PFM’s Municipal Advisory Research Group, leads PFM’s Tobacco Securitization Group, and is a co-leader of PFM’s Center for Retirement Finance.

Additionally, Dan co-leads PFM’s municipal investor relations platform, Munite®. Munite® is a one-stop shop investor relations platform that bridges the gap between the municipal issuer and investor communities, helping to ensure that issuers are optimizing their investor relations outreach when accessing the capital markets to secure funding for critical public projects.

Dan has provided primary transactional support on various complex refunding and new money issues for the Commonwealth of Pennsylvania (the Commonwealth); the States of Michigan, Ohio, New York, New Jersey, Washington and Nevada; and New York City. He was involved in the comprehensive restructuring of the Commonwealth’s Public Education Funding System and state-wide tax reform to supplement the Commonwealth’s Education Funding. Dan has advised the Commonwealth on over $24 billion of debt issuance.

Dan serves as financial advisor to Philadelphia-area governments, authorities and institutions, including Montgomery County, Lower Merion Township, Radnor Township, Girard Estate and College, as well as Centre County, PA and Pennsylvania State University.

 
Contact

1735 Market Street
43rd Floor
Philadelphia, PA 19103

kozloffd@pfm.com
215.557.1412 office

Specialties
Financial Advisory, Specialized Services

State & Local Governments, Higher Education

Education
B.A. in Political Science
University of Pennsylvania

Professional Designations or Licenses
Municipal Advisor Representative (Series 50)

Started with PFM: 1999

Started in the Field: 1999

Print/Save as PDF

Download Vcard

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